Lau Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $347K | Sell |
4,055
-205
| -5% | -$17.5K | 0.17% | 76 |
|
|
2019
Q3 | $338K | Hold |
4,260
| – | – | 0.18% | 76 |
|
|
2019
Q2 | $301K | Sell |
4,260
-1,016
| -19% | -$71.8K | 0.14% | 79 |
|
|
2019
Q1 | $352K | Sell |
5,276
-408
| -7% | -$27.2K | 0.18% | 71 |
|
|
2018
Q4 | $356K | Buy |
5,684
+331
| +6% | +$20.7K | 0.2% | 72 |
|
|
2018
Q3 | $392K | Buy |
5,353
+408
| +8% | +$29.9K | 0.22% | 71 |
|
|
2018
Q2 | $338K | Hold |
4,945
| – | – | 0.23% | 61 |
|
|
2018
Q1 | $297K | Hold |
4,945
| – | – | 0.23% | 65 |
|
|
2017
Q4 | $300K | Hold |
4,945
| – | – | 0.23% | 63 |
|
|
2017
Q3 | $267K | Hold |
4,945
| – | – | 0.21% | 69 |
|
|
2017
Q2 | $249K | Hold |
4,945
| – | – | 0.2% | 70 |
|
|
2017
Q1 | $257K | Hold |
4,945
| – | – | 0.23% | 69 |
|
|
2016
Q4 | $274K | Hold |
4,945
| – | – | 0.28% | 63 |
|
|
2016
Q3 | $242K | Hold |
4,945
| – | – | 0.25% | 65 |
|
|
2016
Q2 | $251K | Hold |
4,945
| – | – | 0.26% | 64 |
|
|
2016
Q1 | $231K | Hold |
4,945
| – | – | 0.24% | 65 |
|
|
2015
Q4 | $203K | Buy |
+4,945
| New | +$203K | 0.22% | 67 |
|
|
2014
Q1 | – | Sell |
-30,249
| Closed | -$1.09M | – | 67 |
|
|
2013
Q4 | $1.09M | Sell |
30,249
-6,488
| -18% | -$234K | 0.97% | 26 |
|
|
2013
Q3 | $1.17M | Sell |
36,737
-1,000
| -3% | -$31.8K | 0.97% | 26 |
|
|
2013
Q2 | $1.29M | Buy |
+37,737
| New | +$1.29M | 1.09% | 23 |
|